Create a playlist

Overview

Walnut Playlists help teams package demos and supporting assets into a single, shareable experience.

Instead of sending scattered links, attachments, and follow-up resources, you can create one destination that is structured, brandable, and measurable. Playlists make it easier for viewers to explore content in one place while giving your team clearer visibility into what they engaged with.

Playlists can be used as a curated journey, a self-serve exploration hub, or a supporting asset for sales, marketing, onboarding, and customer education workflows.

Why This Matters

Playlists turn content into an experience. They make it easier to share the right assets, reduce friction for viewers, and give you asset-level engagement signals that are much harder to capture with one-off links or static attachments.

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Why Playlists Beat Static Content

One-off links create friction. Buyers and internal teams receive scattered demos, PDFs, videos, and follow-up resources with no clear path.

Playlists solve that by creating one destination that is easier to navigate, easier to reuse, and easier to measure. They help viewers consume content in one place while giving your team clearer engagement signals across every item.

Scattered Content	Playlist Experience
Multiple links and unclear next steps	One curated destination with intentional structure
Limited insight into what mattered most	Asset-level engagement signals like time spent, top items, and drop-off
Hard to personalize or reuse	Easy to tailor by persona, stage, account, or use case
Static follow-up that gets forwarded without context	One durable link that stays consistent across stakeholders

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Before You Start

• Roles: Users with the Presenter role and above can create Playlists.
• Analytics: Playlist engagement is reflected in Walnut analytics, including engagement across demo and non-demo items.
• Demo behavior: If a demo included in a Playlist is updated, the Playlist serves the updated version because it remains linked to the original demo.
• Organization: Playlists can be added to folders, tagged, and shared with collaborators based on access settings.

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See Playlists In Action

walnut.io/demo

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Quick Start

1. Navigate to your Walnut library and click New Asset.
2. Select Playlist.
3. Choose your playlist style.
4. Add a title and description.
5. Add content items such as demos, uploaded files, or external URLs.
6. Optional: Add sections to organize the Playlist by persona, stage, or topic.
7. Customize settings such as welcome screen, exploration mode, access, and styling.
8. Click Create to generate your share link and embed code.

Pro tip

If you are just getting started, create one Playlist per primary motion, such as pre-call discovery, post-call recap, or rep enablement. This keeps the first rollout focused and easier to repeat.

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How It Works

1. Create a new Playlist from your Walnut library.
2. Give the Playlist a title and description. Add sections if needed.
3. Add content items. These can include:
   • Demos from your library
   • Uploaded media files
   • PDFs
   • External URLs (YouTube, Vimeo, Google Docs)
   • Embed code snippets
4. Edit the name and description of each item inside the Playlist
5. Drag and drop items to control their order.
6. Customize the Playlist style, including colors, layout, and card presentation.
7. Adjust settings such as the welcome screen, button label, viewer exploration mode, and access behavior.
8. Click Create to get the link and embed options.

Need to duplicate a Playlist?

Click the three-dot menu and select Duplicate.

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Types of Playlists

Playlists can be configured in different ways depending on your goal, audience, and stage in the journey.

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1. Choose Your Own Adventure

Viewers can select which items to explore and in what order. This format works well when you want self-guided discovery and expect different personas to care about different topics or workflows.

Best for:

• Website demo hubs
• Product marketing pages
• Self-serve evaluation flows
• Customer education centers

Pro tip

Choose Your Own Adventure Playlists are one of the fastest ways to surface clean interest signals. What viewers choose to open is often more revealing than what they say on a form.

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2. Advanced Playlists

Advanced Playlists are add-on layouts designed for more polished, landing-page-style experiences. Instead of presenting content in a stacked player format, they give teams a more modular hub layout that can combine demos, videos, PDFs, dashboards, documents, and embedded content in a more branded, flexible destination.

Walnut currently offers two Advanced Playlist layouts:

• Sales Hub: built for pre-sales engagement, including demos, technical overviews, supporting assets, and competitive content
• Customer Hub: built for post-sales engagement, including QBR-style content, success metrics, dashboards, and growth opportunities

These layouts are especially useful when you want the experience to feel more like a destination or microsite rather than a linear content player.

Best for:

• Pre-sales hubs and solution overviews
• Customer success hubs and QBR experiences
• Content-rich landing page style experiences
• Reusable, modular hubs that combine multiple media types

Good to know

Advanced Playlists are an add-on feature. Users with Admin, Editor, and Presenter roles can create them when the feature is enabled.

Why they work:

• Create a more branded, landing-page-style experience
• Support richer content mixes across demos and non-demo assets
• Allow flexible section layouts and modular storytelling
• Work well for both pre-sales and post-sales motions

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3. Deal Rooms

Deal Rooms extend the Playlist concept into a centralized buyer workspace. They are designed for multi-stakeholder evaluation and later-stage coordination.

Best for:

• Enterprise opportunities
• Late-stage evaluation and review cycles
• Expansion and renewal motions
• Multi-threaded stakeholder engagement

Why Deal Rooms work

They reduce follow-up chaos by keeping demos, docs, recordings, and next steps in one trackable destination.

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Choosing the Right Format

Your goal	Recommended format	Why
Let viewers choose what to explore and in what order	Choose Your Own Adventure	Lets viewers self-select what matters most, stacked content player
Create a more branded, landing-page-style hub	Advanced Playlist	Supports richer layouts, modular sections, and broader media combinations
Support complex deal evaluation and centralize communication	Deal Room	Centralizes buyer-facing content and coordination

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Power Plays: How Teams Use Playlists Strategically

Playlists are not just content containers. When used intentionally, they become a lightweight discovery engine, a stronger follow-up asset, and a much more measurable way to share static content.

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1. Use Playlists for Pre-Call Discovery

Send a curated Playlist before a meeting, then review engagement data to understand what the buyer already explored.

This helps you skip the baseline tour and focus live time on what actually matters.

• Which items were opened
• Time spent per item
• Drop-off points
• Most engaged topics or workflows

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2. Map Interest Across Stakeholders

Playlists create a clearer view of what different stakeholders care about. Over time, this helps teams map interest by persona, stage, and topic.

• Identify feature-level buying signals
• Spot persona patterns
• Improve follow-up relevance
• Strengthen alignment across Sales, Marketing, and CS

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3. Turn Static Assets Into Measurable Content

PDFs, slides, and videos usually become static once they are sent. Adding them to a Playlist makes them part of a trackable experience.

This gives teams visibility into:

• Total session length
• Time spent per asset
• Drop-off points
• Return visits

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4. Use Playlists as an Enablement Hub

Internally, Playlists can act as a single destination for rep enablement, onboarding, or product education.

• New hire onboarding journeys
• Feature certification tracks
• Industry-specific demo libraries
• Competitive positioning hubs

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5. Use Playlists Before and After the Call

Pre-call: Use a Playlist to gather early signals and shape your agenda.

Post-call: Use a Playlist to recap what was discussed, share next-step assets, and give stakeholders one link they can forward internally without losing context.

Pro tip

Create repeatable templates for a Pre-Call Playlist and a Post-Call Recap Playlist so reps can reuse the same structure across accounts and segments.

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Embed Playlists

Embedded Playlists work well for websites, resource hubs, and internal enablement portals.

To embed a Playlist:

1. Navigate to the relevant library
2. Click the three-dot menu
3. Select Get embed code
4. Click Copy Embed Code and paste it into the target location

For more detail, see How to Embed a Walnut Demo or Playlist

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Edit and Manage Playlists

Playlists can be updated over time. You can add items, remove items, change settings, update styling, and adjust copy without needing to recreate the Playlist.

In addition to editing, the three-dot menu can also be used for actions such as:

• Manage tags
• Add collaborators
• Move to
• Archive
• Get embed code
• Duplicate

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Insights & Analytics

Playlists provide measurable engagement signals across both demo and non-demo content. This helps teams understand what viewers actually explored and what they cared about most.

Playlist metrics include:

• Sessions and viewers: How many people engaged
• Time spent: Across the Playlist and per item
• Top viewed items: Which assets attracted the most attention
• Drop-off points: Where viewers disengaged
• Return visits: Whether viewers came back to re-evaluate
• Bounce rate: How quickly sessions ended
• Date last played: Most recent Playlist activity

Playlist analytics can also help teams:

• Analyze engagement on individual demo items
• Measure popularity of non-demo content
• Review specific user sessions
• Understand viewer intent based on content choices and time spent

Why this matters

Playlists help Sales, Marketing, and Customer Success follow up based on actual behavior, not assumptions. You can see what people opened, what held attention, and what likely drove interest.

To learn more, visit Track Demo Engagement and Performance with Built-In Walnut Insights

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Best Practices by Team

Sales

• Create stage-specific Playlists for discovery, technical validation, and business value
• Use pre-call Playlists for automated discovery
• Use post-call Playlists to recap and multi-thread

Marketing

• Embed Choose Your Own Adventure Playlists on solution and use case pages
• Add static assets to unlock asset-level engagement signals
• Use Playlist analytics to identify which assets drive deeper evaluation

Customer Success

• Build onboarding journeys that guide customers through key workflows
• Create feature adoption hubs to support self-serve learning
• Use engagement signals to support expansion and renewal conversations

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Related Resources

• How to Embed a Walnut Demo or Playlist
• New! 🎉 Offline Playlists
• Advanced Playlists
• Interactive Deal Rooms: Getting Started
• Playlist Insights & Analytics

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Summary

Playlists help teams package demos, media, and supporting assets into one clean, trackable experience.

They reduce friction for viewers, make follow-up more consistent, and create stronger engagement visibility across every item in the journey.

Whether you are using them for self-serve exploration, pre-call discovery, post-call recap, enablement, or customer education, Playlists give you a more flexible and measurable way to share content than one-off links ever can.

Final Takeaway

The real value of Playlists is not just that they group content together. It is that they help you turn demos, docs, and media into a guided experience that is easier to share, easier to explore, and much easier to learn from.